James was born and raised in Cumberland, Rhode Island. He worked in all aspects of his family’s auto parts and paper supply business from an early age.
James is responsible for the oversight and management of Heritage’s operations, data and reporting. He plays an active role ensuring a tight integration between Trading, Client Support and investment technology vendors. James holds the Financial Paraplanner Qualified Professional (FPQPTM) designation.
When he is not working in Excel (for fun), James continues to pursue his lifelong passions for travel, themed dinner parties, and tabletop gaming.